Planning Toolbar

Use the Planning toolbar to perform key actions as you work with a iAccess plan. For example, you can save the plan, publish data, or revert your changes back to the plan's original state.

Contents

Your access to the toolbar options is based on your assigned role's access rights on the Planning tab and iAccess tab on the Roles form in Vision (Configuration > Security > Roles). If you don't have the Vision Resource Planning module, then your access is based on your assigned role's access rights on the iAccess tab.

Note: These options are enabled and disabled based on the function you are performing. For example, if you make changes to a record and click , that option is disabled until you make additional changes.

Icon	Access Rights Required	Description
Show	Access to at least one Planning page	Click the Planning page displayed in this field to select a different page to display.
Amounts or Hours	Access to the Labor page	Click this field to switch the resource display from hours to amounts or the reverse. This option is only available when the Labor page is displayed.
Create	Full, Add/Modify	Click Create to create a new iAccess plan for the project. This option only displays when the project has no plan in iAccess or in Vision.
Convert	Full, Add/Modify	Click Convert to convert the project's Vision plan to an iAccess plan. This option only displays when the project has no plan in iAccess but does have a plan in Vision.
Check Out	Full, Add/Modify, Modify Only	Click Check Out to check out and make changes to an iAccess plan for the project. This option only displays when the project has an iAccess plan. If someone else has the plan checked out, Check Out is grayed. You can hover over it or tap it to display the name of the person who has it checked out.
	Full, Add/Modify, Modify Only	Click this icon to save the current iAccess plan information. This action does not publish the plan. This option is available if there are unsaved changes to the current plan.
	Full, Add/Modify, Modify Only	Click this icon to save the current iAccess plan as the baseline. The baseline acts as a snapshot of the plan at a certain point in time and is useful for comparison purposes. You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, this option is available only if your role is allowed to change the baseline.
	Full, Add/Modify, Modify Only	Click this icon to publish the plan and baseline to Vision. This option is available if the current project has an iAccess plan. It saves the current plan and copies its values and the last saved baseline from an unpublished state to a published state.
	Full, Add/Modify, Modify Only	Click this icon to return to the most recently published iAccess plan. This option is available if the current project has an iAccess plan. If no plan information has been published to Vision, the plan is returned to the state that it was in when it was first created.
	Full	Click this icon to clear all of this iAccess plan's resources and plan entries, including the baseline, from both iAccess and Vision. Resources that have JTD charges are not removed. Note: If the plan has a baseline and you do not have access rights to change the baseline, this option is not available.
		This icon indicates the plan status: : The project has no iAccess plan or Vision plan that is set to be in utilization, or it has a Vision plan that is set to be in utilization. . : The project has a Vision plan that is set to be in utilization. However, the details of this Vision plan display differently in iAccess. The difference may be due to unmapped phase or task rows, or the plan level rows that resources are assigned to or how they are assigned. : A Vision plan has been converted to an iAccess plan, or an iAccess plan has been created and published, or an iAccess plan has been reverted to its last published values. No unpublished changes exist for the plan. : The project has an iAccess plan for which plan and/or baseline changes have been saved but not published. : The project has an iAccess plan for which unsaved plan and/or baseline changes exist. Hover over the icon to display a description of the status.